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Amplitude Inc

Amplitude, Inc. provides an AI analytics platform for analyzing customer behavior within digital products in the United States and internationally. Its offerings include Amplitude Analytics, Session Replay, Feature Experimentation, Web Experimentation, Activation, Guides and Surveys, AI Agents, MCP, AI Visibility, AI Feedback, and Automated Insights. The company also offers customer support for implementation, ongoing services, and application training, delivered as a subscription-based SaaS over the Internet. Formerly Sonalight, Inc., it changed its name to Amplitude, Inc. in December 2014, was incorporated in 2011, and is based in San Francisco, California.

Price · split & dividend adjusted
News & notes moving AMPL
United States
Artificial Intelligence▲impact 4

Enterprise Software Stocks Surge on AI-Driven Earnings

Shares of enterprise software companies, including Amplitude, GitLab, Doximity, Freshworks, and Sprinklr, soared in afternoon trading after quarterly earnings and upbeat commentary indicated that artificial intelligence is boosting software adoption rather than disrupting legacy models. The sector-wide rally was fueled by strong results from Salesforce, CrowdStrike, and Okta, with Salesforce's AI-powered Agentforce reaching $1.5 billion in annual recurring revenue and Slackbot surpassing 1 million active users within five months. CrowdStrike CEO George Kurtz attributed momentum to AI expanding the attack surface, while Okta reported that AI-focused offerings drove about 30% of new bookings and increased average contract values by roughly 40%. Amplitude jumped 9.4%, GitLab rose 8%, Doximity gained 3.3%, Freshworks climbed 5.4%, and Sprinklr advanced 7.2%, with Salesforce surging 20%.
CRM ▲OKTA ▲CRWD ▲AMPL ▲CXM ▲DOCS ▲+2
Artificial Intelligence ▲Cybersecurity & Digital Trust ▲Cloud & Digital Infrastructure ▲
About megatrends
Artificial Intelligence › AI Applications & Copilots ▲Demand
Cybersecurity & Digital Trust › Identity & Access Management ▲Demand
Cybersecurity & Digital Trust › AI Security & Agent Guardrails ▲Demand
Cloud & Digital Infrastructure › Horizontal SaaS ▲Demand
CRM · Demand · Positive AI-powered Agentforce reaches $1.5B ARR and Slackbot surpasses 1M users
OKTA · Demand · Positive AI-focused offerings drove ~30% of new bookings and increased ACV by ~40%.
CRWD · Demand · Positive CEO attributes momentum to AI expanding attack surface, driving demand
AMPL · Demand · Positive AI-driven software adoption boosts Amplitude's products
CXM · Demand · Positive AI-driven software adoption lifts Sprinklr's prospects
DOCS · Demand · Positive AI-driven software adoption boosts Doximity's products
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AMPL▼

Amplitude Shares Fall 5.1% in Six Months as Operating Losses and Weak Cash Flow Raise Concerns

Amplitude shares have dropped 5.1% over the past six months to $9.70, underperforming the S&P 500's 8.2% gain. The company's net revenue retention rate was 106% in the first quarter, indicating existing customer spending grew 6% year-over-year but lagging behind top SaaS peers that routinely exceed 120%. Amplitude posted an average GAAP operating margin of negative 26.9% over the last year, reflecting high costs to capture market share, while its free cash flow margin averaged just 5.5%, limiting reinvestment potential. The stock trades at 3 times forward price-to-sales, which is considered fair but does not inspire confidence.
AMPL ▼
AMPL · Capital · Negative Operating losses and weak cash flow raise concerns about financial health.
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AMPL

Amplitude to Host Second Quarter 2026 Earnings Webcast on August 5

Amplitude will release its financial results for the second quarter of 2026 after market close on Wednesday, August 5, 2026. The company will host a video webcast that day at 2:00 PM PT to discuss its financial results and provide its financial outlook for the third quarter and full year 2026. The webcast will be available on the Investor Relations section of Amplitude's website at investors.amplitude.com, with a replay accessible a few hours after the event concludes.
AMPL
AMPL · Capital · Neutral Announcement of earnings webcast date is a routine event with no financial results disclosed yet.
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Business Wire·81dRead more →
AMPL▲

ServiceNow, CoStar, The Trade Desk, and Amplitude rise on analyst upgrades; Freshpet falls on competition

Several stocks made notable moves on Wednesday. ServiceNow rose 6.8% after Guggenheim upgraded the stock to Buy with a $125 price target. CoStar gained 5.4% following its announcement of an investment to acquire a 30% stake in Italian real estate marketplace Wikicasa. Freshpet fell 5.6% after Bank of America lowered its price target and competitor Hill's Pet Food entered the fresh dog food market. The Trade Desk climbed 5.7% as Guggenheim upgraded both Salesforce and ServiceNow to Buy, citing overly low valuations after AI-driven sector selloffs. Amplitude surged 17.6% after Raymond James initiated coverage with a Strong Buy rating and a $10 price target.
AMPL ▲CSGP ▲FRPT ▼NOW ▲
AMPL · Capital · Positive Raymond James initiated coverage with Strong Buy and $10 price target
CSGP · Capital · Positive Announced investment to acquire 30% stake in Wikicasa
FRPT · Competition · Negative Hill's Pet Food entered fresh dog food market and BofA lowered price target
NOW · Capital · Positive Guggenheim upgraded to Buy with $125 price target
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AMPL▲

Amplitude Shares Surge 11.8% on Strong Customer Metrics

Amplitude shares ended the last trading session 11.8% higher at $8.55 on heavy volume. The gain follows a 17% year-over-year revenue increase and a sequential improvement in net dollar retention to 106% in the first quarter of 2026. The company also saw an 18% rise in customers with more than $100,000 in annual recurring revenue and announced a partnership to transition Statsig's brand and customers. Analysts expect Amplitude to report a quarterly loss of $0.01 per share on revenue of $97.76 million, up 17.4% from a year ago. The stock carries a Zacks Rank of 3, or Hold.
AMPL ▲
AMPL · Demand · Positive Strong customer metrics: revenue up 17% YoY, net dollar retention improved to 106%, and 18% rise in high-value customers.
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Cloud & Digital Infrastructure▼

Rapid7, Amplitude, and Elastic shares fall as investors rotate from high-multiple growth names

Shares of Rapid7, Amplitude, and Elastic declined in afternoon trading as investors rotated out of high-multiple growth stocks that had led the recent rally. Rapid7 fell 2.7%, Amplitude fell 2.7%, and Elastic fell 2.9%. The sell-off was driven by a sharper-than-expected rise in May import prices, which increased 1.9% against a 1.1% forecast and posted an annual gain of 6.7%, the largest since August 2022, complicating the inflation outlook ahead of new Federal Reserve Chairman Kevin Warsh's first meeting later in the week. Additional pressure came from a Bank of America fund manager survey showing reduced tech allocations and 28% of respondents citing an AI bubble as the second-largest tail risk, while SpaceX's $60 billion acquisition of AI coding platform Cursor signaled consolidation of valuable AI software assets into mega-cap infrastructure.
AMPL ▼ESTC ▼RPD ▼
Cloud & Digital Infrastructure ▼
About megatrends
Cloud & Digital Infrastructure › Horizontal SaaS ▼Capital
AMPL · Monetary · Negative Import price data complicates inflation outlook ahead of Fed meeting, prompting rotation out of high-multiple growth stocks like Amplitude.
ESTC · Monetary · Negative Import price data complicates inflation outlook ahead of Fed meeting, prompting rotation out of high-multiple growth stocks like Elastic.
RPD · Monetary · Negative Import price data complicates inflation outlook ahead of Fed meeting, prompting rotation out of high-multiple growth stocks like Rapid7.
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